Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class Pooled Acc header image

Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class Pooled Acc

Fund

ISIN IE000HAOMM51 / Valor null

NAV (2025-11-20)
EUR 147.89-1.48%

Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class Pooled Acc
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ML Perspective Am Extended Alp UCITS Fd seeks long-term growth by actively buying and shorting a diverse range of equity investments. The fund primarily targets common and preference shares, American and global depositary receipts of companies listed or active in North American markets, while also allowing up to 25% of its investments in firms based outside North America. Additionally, it utilizes derivatives such as options, swaps, and futures on major equity indices to enhance its portfolio. The fund does not concentrate on any specific industry or sector, providing broad exposure across various companies and markets.

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s&p 500 north america long short

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OTHER SHARE CLASSES OF THIS FUND

Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Class A Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Class A Pooled Acc Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Class A Pooled Acc
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Annual Return

-50%0%+50%

Risk level

110
-1.46%EUR 116.29
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Class A Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Class A Pooled Acc Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Class A Pooled Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.65%USD 159.51
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Founder Class Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Founder Class Pooled Acc Montlake Perspective American Extended Alpha UCITS Fund USD Institutional Founder Class Pooled Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.66%USD 161.47
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class H Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class H Pooled Acc Montlake Perspective American Extended Alpha UCITS Fund EUR Institutional Founder Class H Pooled Acc
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Annual Return

-50%0%+50%

Risk level

110
-1.48%EUR 149,846.21
Montlake Perspective American Extended Alpha UCITS Fund GBP Institutional Founder Class Pooled Acc
Montlake Perspective American Extended Alpha UCITS Fund GBP Institutional Founder Class Pooled Acc Montlake Perspective American Extended Alpha UCITS Fund GBP Institutional Founder Class Pooled Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.77%GBP 149.94